Step 1: Talk to Your Advisor
Discuss your financial goals with your advisor to determine which investments and type of account is right for you. They can help you build a diversified portfolio of investments designed to meet your goals
Step 2: Review and Discuss Funds
You and your financial advisor should review and discuss which Lord Abbett mutual funds are best suited for your portfolio. Investment decisions should be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Investors should carefully consider and read a fund’s investment objectives, risks, charges and expenses before investing. This and other important information is contained in each fund’s summary prospectus, which can be obtained from your financial advisor.
Step 3: Select Accounts and Investments
Select the appropriate account application. All of our forms can be found in the Resources section. If you don't see the form or application you need, please contact us at 1-888-522-2388.
Step 4: Submit Forms with Your Advisor
Complete your application, review it with your financial advisor, and then send your application and a check (made payable to "Lord Abbett") to us. Once we establish your account, we will send you a welcome letter and a confirmation statement with your account number and investment confirmation. You may also register at our website to view your account online.